Common Components Help

AEF Help

Performing Frequent Tasks

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Finding an Item to Work On

There are two ways to find an item that you want to work with:

• Use the options when clicking My Desk > Team and drill down using tables and category lists.

Clicking My Desk > Team shows options for listing the principal items of interest for working with workspace teams. For example, the My Desk tab contains options for listing workspaces, routes, tasks, and meetings. Clicking a My Desk option opens a table that lists all the items of that type that are relevant to you. You can use the filter list in the right corner of the table page to filter the list so it shows only items that meet a specific criteria.

• Search for an item.

The Search option on the main toolbar lets you search for documents for which you have access. You can search for documents that have been added to folders and for documents that have been added to the database but not to folders. For example, people can attach documents to quotations using Sourcing Central. These documents that are not in workspace folders are called unmanaged files.

Sites that use Sourcing Central can also search for RFQs, packages, and quotations.

For general instructions on how to search for any type of item, see Searching for Items to Work With.